FUNDRAISING NEWS | February 27, 2024
Financial advisors James "Jamie" P. Debuque and Timothy M. Baltz have launched a new independent practice, Continuity Private Wealth, through LPL Financial. The duo was previously affiliated with Merrill Lynch. The team, which reported managing around $1 billion in assets, is based in Doylestown, Pennsylvania, and focuses on serving affluent clients with complex estate, tax planning, and investment needs.
James Debuque and Timothy Baltz have been partners for nearly 15 years, building a private wealth team alongside Chief Operating Officer Wendy A. Fratrik, Client Relationship Manager Nicole Ferrara, and Wealth Management Associate Lisa Baltz. Dubuque began his career in 1994 at Merrill Lynch and holds CPFA, CPRC and CPWA designations. Baltz entered the investment world in 1994, he spent most of his career at Merrill Lynch, which he joined in 2003. He holds CPFA and CRPC designations.
Their practice has grown through mergers and acquisitions and a vast referral network, fostering deep relationships across multiple generations within the community. This transition allows them access to a broader range of investment options, advanced financial planning tools, and specialist support to offer unique client experiences, aligning with LPL's advisor-centric culture.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
